how define a sales doc type

[Former Member]

fellows

i've defined a new inquiry doc type RC and assigned to a SALES AREA. now i'm trying to test this new doc type and getting an error message. it says- RC is not DEFINED to a SALES AREA...so how do u define a new doc type to a sales area?

thanks in advance

ralph

[Former Member · Accepted solution]

Step 1: Sales Document Type

IMG > Sales and Distribution > Sales > Sales Documents >

Sales Document Header:

1. Sales Document Type:The sales document types represent the different business transactions, such as Inquiry, Quotation, Sales Order, etc. To create new sales order type, always copy as with reference to similar sales order. If possible use standard sales order.

2. Define Number Ranges For Sales Documents: Maintain number range with discussion with core team.

3. Assign Sales Area To Sales Document Types:

A. Combine sales organizations / Combine distribution channels / Combine divisions: Ensure to maintain these, else Sales Order creation will give error.

B. Assign sales order types permitted for sales areas: Assign only required Sales Order Types to required Sales Area. This will minimize selection of Sales Order Type as per sales area.

Regards,

Rajesh Banka

[Former Member]

go to IMG-SALES AND DISTRIBUTIONSALESSALES DOCUMENTS-SALES DOCUMENT HEADER-- & check if you have done the necessary assignment for Common Sales Organization, Common Distribution Channel & Common Division. It is in the same pop-up as Assign Sales Order to Sales Area.

Regards,

Rajesh Banka

Reward points if helpful.

[Former Member]

hi ralph,

you need to assign your sales document to your sales area , the path is as below

go to IMG-SALES AND DISTRIBUTIONSALESSALES DOCUMENTS-SALES DOCUMENT HEADER--ASSIGN SALES AREA TO SALES DOCUMENT TYPES

I think the transaction code is OVAZ.

Follow the path and assign your sales document to your sales area.

please reward points if the answer is helpful

Regards,

Murali

[Former Member]

fellow

i've assigned the doc type to the sales area but when i tried to test this new doc type i got an error which says - DOC TYPE IS NOT DEFINED TO SALES AREA... is it that we define a doc type to sales area or we assign to sales area. which one is true?

thanks

ralph